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PEP Cloud + Zoho Campaigns

Add new Zoho Campaigns contacts as PEP Cloud clients

Effortlessly maintain your client database in PEP Cloud with this seamless workflow. When a new contact is added to your Zoho Campaigns, this automation will create or update the client in PEP Cloud, ensuring you never miss out on crucial client information. Stay organized and focused on growing your business while this integration takes care of the details.

Effortlessly maintain your client database in PEP Cloud with this seamless workflow. When a new contact is added to your Zoho Campaigns, this automation will create or update the client in PEP Cloud, ensuring you never miss out on crucial client information. Stay organized and focused on growing your business while this integration takes care of the details.

  1. When this happens...
    Zoho CampaignsZoho Campaigns
    New Contact

    Triggers when a new contact is added to a mailing list.

    TriggerInstant
  2. automatically do this!
    PEP CloudPEP Cloud
    Create or Update Client

    Creates a new client or updates an existing client first based on email and then based on first and last name.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Topic

    • Campaign NameRequired

    • SubjectRequired

    • Sender AddressRequired

    • Select Mailing List

    • Sender Name

    Action
    Write
    • CampaignRequired

    Action
    Write
    • Action

    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select a Campaign to CloneRequired

    • New Campaign NameRequired

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Associate contacts with topics

    • Lawful basis

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Move to Do-Not-Mail

    Action
    Write
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pep-cloud logo

About PEP Cloud

PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.

Related categories

  • Project Management
zoho-campaigns logo
zoho-campaigns logo

About Zoho Campaigns

Zoho Campaigns lets you send email and social media campaigns to your subscribers.
Learn moreHelp

Related categories

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